+46.0%
XOM vs AAOI
+352.1%
-306.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.1% | -6.8% | -1.7% |
| 7D | +1.8% | -0.7% | +2.4% | +1.8% |
| 30D | +5.9% | -17.9% | +23.8% | +5.9% |
| 3M | +5.6% | -48.0% | +53.6% | +6.1% |
| 6M | +7.9% | +5.8% | +2.0% | +7.5% |
| YTD | +35.2% | +202.7% | -167.6% | +33.5% |
| 1Y | +46.0% | +352.5% | -306.5% | +44.8% |
| All | +46.0% | +352.1% | -306.2% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AAOI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling